Our Process

We have a deep understanding of what makes every client an individual, what is important to you, what you want to achieve and when you want to achieve it by.

1

Engagement

An introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.

2

Discovery

Here we take the conversation to the next level and expand upon your objectives and define your goals. We will now endeavour to agree a scope of work and provide a fee estimate.

3

Research & Analysis

This is where we obtain a full picture of your current financial position and any existing plans you may have. We will then begin work on a solution.

4

Recommendations

We will present our recommended solutions and demonstrate how and why these have been designed to achieve your goals.

5

Implementation

Once you fully understand our recommendations, how they work and choose the right ones for you, we put them into action.

6

Ongoing Services

Most clients agree to an ongoing service from us. This allows us to meet regularly and be pro-active to ensure your plans stay on track.

9

Always on call

If you want to talk to us about anything at all, you can contact any member of the team, at any time.

8

Reviews

We will meet with you at least once a year to discuss your plans’ progress to ensure they remain on track and make any necessary adjustments.

7

Staying in touch

Our business is founded on regular client communication and we will keep you updated with relevant and timely communications.

Market Leading Technology

We believe that clients should have complete investment freedom and instant access to their information on any device.

Alongside our in-house knowledge and expertise, Finura employs the use of market-leading technology to provide clients with real-time insights and performance feedback on their investments. From intuitive cash-flow modelling software to our online wealth platform, clients are kept abreast of the things that matter to them most, wherever in the world they may be.

Our charging structure

Where we agree to work together, in most cases our fees are non-contingent.

This means that our advice does not hinge on you taking up a new plan or solution. We believe this fits with our role to offer you quality, impartial advice and to put you in an informed position, which may mean maintaining the status quo.